Latest Institutional Sells of Ishares Core S&P Sm Cap ETF (IJR)
This list provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.02K- 14.8% |
$279K - $326K
|
17.4K
$2.04M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.93KClosed |
$270K - $316K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.91K- 9.68% |
$269K - $314K
|
27.2K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.55K- 8.04% |
$235K - $275K
|
29.2K
$3.42M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 23.63% |
$207K - $241K
|
7.23K
$847K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.05K- 44.31% |
$189K - $220K
|
2.57K
$301K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2KClosed |
$185K - $215K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-946- 19.39% |
$87.3K - $102K
|
3.93K
$461K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-939- 13.73% |
$86.6K - $101K
|
5.9K
$691K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-790- 26.73% |
$72.9K - $85.1K
|
2.17K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-564- 9.72% |
$52K - $60.7K
|
5.24K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-532- 17.92% |
$49.1K - $57.3K
|
2.44K
$285K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-427- 9.02% |
$39.4K - $46K
|
4.31K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-398- 2.87% |
$36.7K - $42.9K
|
13.4K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-366- 9.38% |
$33.8K - $39.4K
|
3.54K
$414K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-301- 11.27% |
$27.8K - $32.4K
|
2.37K
$278K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-239- 4.26% |
$22.1K - $25.7K
|
5.37K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-238- 3.11% |
$22K - $25.6K
|
7.41K
$868K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-210- 31.58% |
$19.4K - $22.6K
|
455
$53.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-190- 2.34% |
$17.5K - $20.5K
|
7.94K
$930K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-180- 4.65% |
$16.6K - $19.4K
|
3.69K
$433K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-160- 4.55% |
$14.8K - $17.2K
|
3.36K
$394K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-129- 1.93% |
$11.9K - $13.9K
|
6.56K
$769K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-126- 1.94% |
$11.6K - $13.6K
|
6.38K
$748K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-95- 1.25% |
$8.77K - $10.2K
|
7.5K
$879K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-71- 1.48% |
$6.55K - $7.65K
|
4.73K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-68- 0.57% |
$6.27K - $7.32K
|
11.8K
$1.39M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-46- 0.79% |
$4.24K - $4.95K
|
5.79K
$678K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-40- 1.6% |
$3.69K - $4.31K
|
2.47K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32- 8.08% |
$2.95K - $3.45K
|
364
$42.6K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 0.73% |
$2.77K - $3.23K
|
4.09K
$480K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4- 0.14% |
$369 - $431
|
2.91K
$340K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$277 - $323
|
2.27K
$266K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-15.5K- 33.02% |
$1.38M - $1.58M
|
31.4K
$3.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.36K- 19.87% |
$834K - $956K
|
37.8K
$4.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-7.63K- 6.89% |
$680K - $779K
|
103K
$12.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.71K- 46.76% |
$508K - $583K
|
6.5K
$761K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.18K- 17.08% |
$461K - $529K
|
25.1K
$2.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.98K- 14.56% |
$354K - $406K
|
23.3K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 26.62% |
$304K - $348K
|
9.4K
$1.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.91K- 1.42% |
$259K - $297K
|
202K
$23.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-2.16K- 21.62% |
$192K - $220K
|
7.83K
$917K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.6K- 38.39% |
$142K - $163K
|
2.56K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 5.81% |
$139K - $159K
|
25.3K
$2.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.39K- 8.96% |
$123K - $141K
|
14.1K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.17K- 4.88% |
$104K - $120K
|
22.9K
$2.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.17K- 32.0% |
$104K - $120K
|
2.49K
$292K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.14K- 6.1% |
$101K - $116K
|
17.5K
$2.05M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-979- 31.6% |
$87.2K - $100K
|
2.12K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-812- 45.44% |
$72.3K - $82.9K
|
975
$114K
|
|